Salesforce Sharing Groups or Teams (no admin needed)

Опубликовано: 31 Июль 2026
на канале: grimview
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Tired of waiting on your admin to set up permission, well then take matters in to your own hands with Personal Groups or Default teams. That's right, if you're in a private org, and need to share data with you co-works in way that only makes sense to you on a record by record bases then then this is the solution you've been waiting for. Watch this technology briefing to learn how to take control of your data by creating and using your own Personal Groups or Default Teams (Default Account Teams and Default Opportunity Teams). For more power over your Teams & Groups have the admin auto add you to your own Default Account Teams.

Public Groups:
Created By Admin
All Users can use
Great for sharing with Global, Domain knowledge or helper users

Personal Groups:
Created by users
Seen Only by the Creator
Great if you share with several

Default teams:
Created by User or Admin
Only Admin can increase access level
Great for if only on one team or need more power